A complete list of active advisors currently associated with Chamberlain Long Wealth Management, LLC
Warmer can help you find a great advisor at Chamberlain Long Wealth Management, LLC or one who fits your needs even better.
Chamberlain Long Wealth Management offers portfolio management, investment analysis, and financial planning to individual and high‑net‑worth clients. Services include discretionary asset management and financial plans delivered either as a one‑time engagement or on an ongoing basis integrated with portfolio management. The firm employs a tactical asset allocation framework that draws on fundamental, technical/charting, cyclical, and macroeconomic analysis to guide allocation shifts while maintaining a generally long‑term orientation. Portfolios are constructed from diversified allocations of equities, ETFs, fixed income, and cash equivalents and may be adjusted periodically in response to market conditions under the firm’s discretionary authority. Noteworthy aspects disclosed in the brochure include that the firm’s advisory personnel are licensed insurance agents who may recommend and receive compensation for insurance products (including fixed indexed annuities and various life insurance), with conflicts managed through a Code of Ethics and chief compliance oversight. The brochure also indicates the firm was recently registered, reports no assets under management or client accounts as of the filing, and does not serve as custodian of client assets.
To learn more about the advisors currently working at Chamberlain Long Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Alpine, UT
| 25
| |
Alpine, UT
| 2
|
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